Report Type: Custom Data View Report Templates Included: No Description: List of invoices, sales, and credits which have been created and no corresponding work order is attached. Usage: You may use this CDV to locate work orders that are not associated with an invoice. In other words, locate work orders that haver not been invoiced. …
Understanding Gross Profit Per Person Day Possibly the Most Important KPI you could ever use. The Quick Answer Indicates how well you are applying available field labor top producing gross profit dollars (as opposed to merely sales). This is the number of full business days available to perform work per billable person. It is important …
Introduction A common question our trainers and support experts get is “How do I remove all inventory counts and start fresh?” There are many reasons a company may want to do this. The Balance Sheet asset account for inventory is not reconciling to the inventory valuation. The counts are not accurate on a large scale. …
Type: Custom Data View Data View: Inventory Cost Review Public: Yes Reports Included: Yes Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost. Drill Down: Yes, opens transaction type Columns and data for the Inventory Cost Review Custom Data View are outlined below: Column …
Type: Custom Data View Reports Included: Yes Description: List of Work Orders and the Invoices, Sales, Estimates, and Credits they are assigned to with costing and sales totals analysis. Drill Down: Yes, opens the work order Columns and data for the Work Order Costing Custom Data View are outlined below: Column Name Form Field Notes Technician …
Contractor Compass™ – Super Dashboard Contractor Compass is a set of dashboards designed to offer business owners unparalleled insight into their business. These super dashboards are powered by EGIA Contractor University. By that, we mean they closely follow the recommendations and best practices taught by the teaching faculty at EGIA. That faculty includes Aptora’s president, …
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Type: Custom Data View Reports Included: No Description: Listing of all serialized and inventory parts that have an item bin entered in the item setup. If no bin information is entered, the item will not appear in this CDV. This is by design. Drill Down: Yes, opens the item Columns and data for the Inventory …
Introduction The Job Costing Overview Report was created for a quick review of your cost on a particular job. This single page report will show you everything you need to know from open purchase orders, unbilled reimbursables, a breakout of the type of COGS and expenses you have spent on the job, pending estimates, the …
Introduction Custom Data Views (CDV) can be powerful tools that allow our programmers to add a variety of information to a single location for use by you. For example, if you wanted a list of Sales by Salesperson, shown by month, and grouped by job, we can add that for you. We can include a …
Introducing the Custom Report Builder The Custom Reports and Custom Styles feature allows users to create their own reports and templates. This process is the same for invoices, work orders, statements, purchase orders, and Custom Data Views (CDV). The work of editing and building templates and reports is done inside the Report Designer. This topic …
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